Wealthquest’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Wealthquest’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$548K	Buy	4,416 +1,008	+30%	+$122K	0.03%	94
2026 Q1	$363K	Sell	3,408 -136	-4%	-$15.4K	0.03%	102
2025 Q4	$419K	Buy	+3,544	New	+$420K	0.03%	92
2025 Q3	–	Sell	-3,640	Closed	-$386K	–	85
2025 Q2	$386K	Hold	3,640	–	–	0.03%	90
2025 Q1	$329K	Sell	3,640 -212	-6%	-$20.9K	0.03%	94
2024 Q4	$387K	Sell	3,852 -256	-6%	-$25.2K	0.03%	84
2024 Q3	$380K	Hold	4,108	–	–	0.03%	86
2024 Q2	$374K	Hold	4,108	–	–	0.04%	84
2024 Q1	$346K	Hold	4,108	–	–	0.04%	90
2023 Q4	$311K	Hold	4,108	–	–	0.03%	105
2023 Q3	$273K	Sell	4,108 -56	-1%	-$3.87K	0.03%	109
2023 Q2	$286K	Sell	4,164 -404	-9%	-$25.7K	0.03%	101
2023 Q1	$279K	Sell	4,568 -108	-2%	-$6.22K	0.04%	101
2022 Q4	$250K	Sell	4,676 -12	-0.3%	-$660	0.03%	109
2022 Q3	$246K	Buy	4,688 +416	+10%	+$24.5K	0.03%	104
2022 Q2	$233K	Sell	4,272 -644	-13%	-$38.7K	0.04%	110
2022 Q1	$375K	Hold	4,916	–	–	0.06%	92
2021 Q4	$375K	Buy	4,916 +144	+3%	+$10.7K	0.06%	92
2021 Q3	$326K	Hold	4,772	–	–	0.06%	98
2021 Q2	$323K	Sell	4,772 -92	-2%	-$5.93K	0.06%	101
2021 Q1	$295K	Hold	4,864	–	–	0.06%	109
2020 Q4	$293K	Hold	4,864	–	–	0.06%	100
2020 Q3	$263K	Sell	4,864 -24	-0.5%	-$1.26K	0.07%	89
2020 Q2	$234K	Buy	+4,888	New	+$215K	0.06%	95
2019 Q4	$217K	Buy	+4,956	New	+$207K	0.06%	127
2019 Q2	–	Sell	-6,056	Closed	-$229K	–	132
2019 Q1	$229K	Sell	6,056 -1,120	-16%	-$40.2K	0.09%	115
2018 Q4	$279K	Buy	+7,176	New	+$253K	0.11%	102

Other funds holding IWF

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wealthquest's IWF Position: Q2 2026 in Review

Wealthquest increased its iShares Russell 1000 Growth ETF (IWF) stake by 30% in Q2 2026, buying an estimated $122K and bringing the position to 4,416 shares worth $548K. The position accounts for 0.03% of the portfolio, ranked #94.

Wealthquest first reported a position in IWF in Q4 2018 and has held it in 27 quarters since. 944 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Wealthquest held 4,416 shares of iShares Russell 1000 Growth ETF worth $548K as of Q2 2026.
Wealthquest bought 1,008 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $122K.
iShares Russell 1000 Growth ETF made up 0.03% of Wealthquest's portfolio in Q2 2026, its #94 holding.
Wealthquest first reported a position in iShares Russell 1000 Growth ETF in Q4 2018 and has held it in 27 quarters since.
944 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.